Family Office Access Lunch & Learn (Livestream)
How Family Offices Align Capital with Purpose
📅 Thursday, August 20 | 1:00–2:00 PM ET
As the largest intergenerational wealth transfer in history continues to reshape the Family Office landscape, families are asking deeper questions than simply, "Where should we invest?"
They're asking:
- How do we prepare the next generation?
- How do we align capital with our family's values?
- How do we create meaningful impact while preserving long-term wealth?
- How do we define legacy beyond financial returns?
Join Danielle Patterson, Executive Director of Family Office at ISS Market Intelligence, for a thoughtful conversation with four leaders who bring unique perspectives on investing, philanthropy, governance, sustainability, and next-generation leadership.
Featured Panelists
🔹 Janna Schubert
Director of Growth, Center for Sustainable Finance & Private Wealth
Helping wealth holders and Family Offices advance sustainable investing, stewardship, and next-generation engagement.
🔹 Nidhi Chadda
Founder & CEO, Enzo Advisors
Chief Impact Officer, Richmond Global Sciences
Advising institutional investors on integrating sustainability, long-term value creation, and investment performance.
🔹 Rosser Goodman
Founder & CEO, TANŌ RISING FILM
Exploring how storytelling, philanthropy, culture, and investing shape lasting family legacies.
Together we'll explore:
• The evolving role of purpose within today's Family Office
• How the Great Wealth Transfer is changing investment priorities
• Sustainable investing, philanthropy, and impact investing, and where they're often misunderstood
• Preparing the next generation to become thoughtful stewards of wealth
• Building governance, legacy, and long-term family alignment
• Practical ideas families can apply regardless of where they are in their journey
Who Should Attend
- Family Office principals and executives
- Family members and next-generation leaders
- Family Office advisors
- Investment professionals
- RIAs and wealth advisors
- Philanthropic and impact leaders
- Anyone interested in the future of Family Office stewardship
We look forward to having you join this live conversation!
August 20th — 21st, 2026
Webinar